Individuals & small businesses
Bookkeeping, outsourced controllership, financial planning and analysis, and tax services for individuals and small businesses. Choose focused project support or an ongoing engagement around your needs.
Bookkeeping · Controllership · FP&A · Taxes
How we can help
Four services, each with a clear purpose. Start with the support you need and agree on the scope, schedule, and deliverables before work begins.
Keep your day-to-day records current or bring overdue books up to date. Agree on the accounts, reporting period, and recurring or project support that fit your business.
Strengthen your accounting function with CPA-led close oversight, financial reporting, audit coordination, and lender reporting support. Agree on monthly deliverables, responsibilities, and review dates.
Turn your financial results into budgets, forecasts, and insights for business decisions. Agree on the planning horizon, key assumptions, and schedule for performance reviews.
Prepare individual and business tax returns and plan for tax obligations throughout the year. Agree on the returns, planning scope, and timing around your circumstances.
Built around your needs
Your priorities shape the engagement. We start by understanding your situation, then help identify the support that fits.
Navigate tax season and life’s financial changes with clear explanations and thoughtful preparation.
Keep your books in order, understand cash flow, and connect day-to-day finances with long-term goals.
A straightforward start
Share your situation, your priorities, and where you need support.
Discuss the scope, timing, and fees before moving forward.
Begin with a clear plan and an agreed way to communicate along the way.
Yes. Choose bookkeeping and cleanup, outsourced controllership, FP&A, or tax preparation and planning. Services can be scoped individually or combined around your priorities.
Bookkeeping records and reconciles transactions. Controllership oversees the close, accounting quality, and financial reporting. FP&A uses those results to build budgets, forecasts, and decision analysis. Your engagement can cover the functions you need and coordinate with your existing team.
Services can include monthly close oversight, reconciliation and accrual review, financial reporting, audit coordination, and lender reporting. We agree on the close timetable, who prepares the underlying records, your review needs, and the deliverables before starting.
We can organize auditor-requested schedules and supporting documentation, coordinate responses with your external auditors, prepare covenant calculations and compliance certificate packages, and track lender reporting deadlines. Management retains responsibility for decisions, approvals, and certifications.
FP&A helps you plan future performance and understand what drives your results. Services can include annual budgeting, rolling forecasts, cash flow projections, budget-to-actual analysis, scenario modeling, and KPI reporting. We agree on the deliverables and review schedule around your business needs.
Fees reflect the scope, complexity, record condition, and frequency of the work. Cleanup quotes also consider the number of months and accounts involved. For ongoing controllership, FP&A, and tax engagements, we agree on deliverables, timing, and fees before starting.
We work with individuals and small business owners looking for tax, bookkeeping, or financial guidance. Tell us what you need and we’ll confirm whether it fits our services and availability.
Allow up to two business days for an initial reply. Choose the closest timeline in the form. If you have a specific deadline, mention it when we follow up.
Select the service that interests you and your general timeline. Please do not send tax documents, Social Security numbers, or account details in an initial email.
Let’s talk
Tell us a little about what you need. We’ll discuss how CPA & Taxes can help.
Info@CPAandTaxes.comPrefer to email directly? We’d be glad to hear from you.